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Mastercard
MA

Overview Fund Activity

1,782 hedge funds and large institutions have $145B invested in Mastercard in 2018 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 655 increasing their positions, 694 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+48
Holders Change %
+2.77%
% of All Funds
39.77%
Holding in Top 10
231
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-7.23%
% of All Funds
5.16%
New
206
Increased
655
Reduced
694
Closed
139
Calls
$1.33B
Puts
$1.49B
Net Calls
-$162M
Net Calls Change
-$239M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$555M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$420M
3
Capital World Investors
Capital World Investors
California
+$291M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$259M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$238M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$358M
2
Harris Associates
Harris Associates
Illinois
-$340M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$328M
4
JSP
Jackson Square Partners
California
-$273M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
1501
Semmax Financial Advisors
North Carolina
$287K +$287K +1,520 New
BO
1502
BRR OpCo
Ohio
$284K -$33.6K -178 -11%
DMC
1503
Drexel Morgan & Co
Pennsylvania
$284K – – –
PHAM
1504
Palisades Hudson Asset Management
Florida
$283K -$40.9K -217 -13%
SSP
1505
Sapphire Star Partners
Washington
$283K – – –
IA
1506
IFG Advisory
Georgia
$282K -$1.03M -5,474 -79%
FC
1507
Financial Consulate
Maryland
$281K – – –
CC
1508
Courier Capital
New York
$279K – – –
HWM
1509
Highwater Wealth Management
Colorado
$278K +$278K +1,475 New
9WM
1510
9258 Wealth Management
Ohio
$278K +$278K +1,475 New
CA
1511
Cullinan Associates
Kentucky
$277K -$1.13M -6,000 -80%
BFO
1512
Boston Family Office
Massachusetts
$276K -$30.2K -160 -10%
PWAG
1513
Polaris Wealth Advisory Group
California
$276K +$27.3K +145 +11%
HCA
1514
Heck Capital Advisors
Wisconsin
$275K – – –
SWM
1515
SeaCrest Wealth Management
New York
$273K -$26K -138 -9%
CCM
1516
Canal Capital Management
Virginia
$272K +$377 +2 +0.1%
BMO
1517
Beck Mack & Oliver
New York
$269K -$38.1K -202 -12%
FBT
1518
First Bank & Trust
South Dakota
$268K +$24.5K +130 +10%
FHC
1519
First Heartland Consultants
Missouri
$266K +$17.9K +95 +7%
CP
1520
Coho Partners
Pennsylvania
$264K – – –
PL
1521
Perpetual Ltd
Australia
$261K – – –
BMC
1522
Beaton Management Company
Massachusetts
$261K – – –
MC
1523
Miles Capital
Iowa
$260K -$2.27K -12 -0.9%
DCM
1524
Donaldson Capital Management
Indiana
$259K -$129K -682 -33%
MGAM
1525
McGowan Group Asset Management
Texas
$259K -$2.65K -14 -1%
59 60
61
62 63